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《大行報告》中銀國際料中移動首季可多賺3.9% 估聯通純利升12.3% 首選中電信
阿思達克 04-16 14:16
中銀國際發表報告,預期內地電訊商今年首季移動服務收入按年增長2.9%,扭轉去年錄得0.4%下跌的局面,相信是受惠於轉移至5G及移動物聯網用戶增長。

該行估計,中國移動(00941.HK)今年首季純利可錄3.9%增長,總服務收入則增長4.2%;中國聯通(00762.HK)首季盈利料增長12.3%,表現領先行業,而服務收入增長為4.7%;至於中國電信(00728.HK)預期錄得最高的服務收入增長,料達7.2%,純利增長則料5.1%。

中銀國際對中移動、聯通及中電信投資評級均為「買入」,目標價分別78.6元、8.4元及4.75元。該行選股優先次序為中電信、聯通及中移動,料中電信未來A股上市帶來短期催化劑,可擴大股東基礎,支持估值較同業而言正常化。

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